Peterborough, NH Wilton Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

19 Wilton Rd Ste 6, Peterborough Plaza

Peterborough NH 03458

Advisors at this office

3

Advisors at this office

Ashley C

Series 66

Peterborough, NH

Edward Jones

Ashley Concha Vera is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, she was employed at Fresenius Medical Care and Crotched Mountain Rehab. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Multi-generational wealth transfer General retirement planning Wealth management Doctor or Medical Professional Intergenerational Families Divorced

Brian H

Series 66

Peterborough, NH

Edward Jones

Brian Hall is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with around $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Jerica W

Series 66

Peterborough, NH

Edward Jones

Jerica Wilkins is a financial advisor at Edward Jones with a Series 66 designation and over three years of industry experience in roles including her current position. Her prior work spans healthcare and retail sectors, including positions at MAS Medical, Speare Memorial Hospital, and J Crew. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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